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RM

Richard E. Mannix

CNR SECURITIES
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 1338585
RM

Professional summary


Richard E. Mannix JR, who also goes by Richard Elword Mannix Jr, Richard Elword Mannix, Richard E. Mannix Jr. Jr, is a registered financial professional currently at CNR SECURITIES, LLC located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1985. Richard has worked at 5 firms and has passed the Series 63, Series 72, Series 57TO, Series 6TO, SIE, Series 3, Series 55, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Elword Mannix Jr | Richard Elword Mannix | Richard E. Mannix Jr. Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Richard E. Mannix JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 2, 2021 - Present

CNR SECURITIES, LLC

Office #1: 400 Park Avenue 6th Floor, New York, NY 10022
BD
CRD#: 18466
NEW YORK, NY
Past

October 2, 2007 - April 8, 2021

INSTINET, LLC

BD
CRD#: 7897
Rye Brook, NY
Past

August 4, 2003 - October 3, 2007

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

August 18, 1994 - August 7, 2003

VIRTU ITG LLC

BD
CRD#: 29299
NEW YORK, NY
Past

February 7, 1985 - November 26, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/2/2021)
RR
Nevada
(8/2/2021)
RR
New York
(8/2/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/4/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CNR SECURITIES, LLC
CNR SECURITIES, LLC | ROCHDALE INVESTMENT MANAGEMENT INC. | RIM SECURITIES, LLC | RIM SECURITIES LLC

CRD#: 18466 / SEC#: , 8-36759

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
400 Park Avenue 3rd Floor, New York, NY 10022
Mailing Address
400 Park Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 702-3500
Established
Delaware since 10/11/2001
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CITY NATIONAL ROCHDALE HOLDINGS, LLCMANAGING MEMBER / 100% OWNER
BANUELOS, ALMA DELIABOARD DIRECTOR4530705
BARTON, RICHARD JOSEPHCHIEF COMPLIANCE OFFICER2040869
CEPLER, MITCHELL DANIELCFO AND FINOP4554270
DANIEL, JOBY SWANKUTTYBOARD DIRECTOR6616727
GIAQUINTO, GREGGPRESIDENT, CEO, & BOARD DIRECTOR3182583
O'KEEFFE, IVOR PATRICKBOARD DIRECTOR2397120
RILEY, SHAWN DAVIDBOARD DIRECTOR8157413

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CNR SECURITIES, LLC

CRD#: 18466New York, NY 10022

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